Anic Equity¶
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Total return since start: 0.617 %¶
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Equity now: -----------------------------> 49400.72 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45339.81 Kr¶
PnL: ---------------------------------------> 283.81 Kr¶
DD now: ---------------------------------> -7.002 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-04 11:57:28.487952'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.490000 | 1668.960000 | 199.960000 | 13.610000 | 1468.999998 |
| Sedana Medical | 93 | 5.290000 | 2704.440000 | 183.440000 | 7.280000 | 2521.000011 |
| Orrön Energy | 180 | 4.730000 | 2153.700000 | 110.700000 | 5.420000 | 2043.000000 |
| Atrium Ljungberg B | 5 | 3.730000 | 988.000000 | 53.000000 | 5.670000 | 935.000000 |
| Platzer Fastigheter Holding B | 12 | 3.710000 | 1005.600000 | 44.600000 | 4.640000 | 960.999996 |
| Sagax A | 4 | 4.190000 | 896.000000 | 42.000000 | 4.920000 | 854.000000 |
| JM | 6 | 2.730000 | 901.800000 | 37.800000 | 4.380000 | 864.000000 |
| Catena | 2 | 3.190000 | 828.800000 | 36.800000 | 4.650000 | 792.000000 |
| Sagax B | 4 | 2.770000 | 890.800000 | 36.800000 | 4.310000 | 854.000000 |
| Hoist Finance | 35 | 1.050000 | 1015.000000 | 35.000000 | 3.570000 | 980.000000 |
| Gränges | 9 | 2.130000 | 947.700000 | 19.700000 | 2.120000 | 927.999999 |
| Hexatronic Group | 12 | 1.830000 | 985.920000 | 18.920000 | 1.960000 | 966.999996 |
| BioGaia B | 8 | 0.940000 | 943.200000 | 13.200000 | 1.420000 | 930.000000 |
| Bilia A | 8 | 1.330000 | 912.000000 | 12.000000 | 1.330000 | 900.000000 |
| Byggmax Group | 33 | 0.760000 | 960.300000 | 4.300000 | 0.450000 | 956.000001 |
| HEXPOL B | 9 | -0.350000 | 1024.200000 | 3.200000 | 0.310000 | 1020.999996 |
| Clas Ohlson B | 12 | 0.060000 | 975.000000 | 2.000000 | 0.210000 | 972.999996 |
| AcadeMedia | 8 | 0.500000 | 402.800000 | 0.800000 | 0.200000 | 402.000000 |
| EQT | 4 | 0.290000 | 830.400000 | -1.600000 | -0.190000 | 832.000000 |
| Biotage | 7 | -0.890000 | 934.500000 | -6.500000 | -0.690000 | 940.999997 |
| OX2 | 13 | 0.070000 | 941.200000 | -8.800000 | -0.930000 | 949.999999 |
| ASSA ABLOY B | 3 | -0.810000 | 769.500000 | -9.500000 | -1.220000 | 779.000001 |
| Alimak Group | 11 | -0.240000 | 915.200000 | -12.800000 | -1.380000 | 927.999996 |
| Nordic Waterproofing Holding | 7 | 0.300000 | 946.400000 | -20.600000 | -2.130000 | 966.999999 |
| Creaspac SPAC | 39 | 0.000000 | 3697.200000 | -20.800000 | -0.560000 | 3717.999987 |
| VEF | 909 | 0.400000 | 1825.270000 | -24.730000 | -1.340000 | 1850.000436 |
| SKF B | 5 | -2.250000 | 911.000000 | -29.000000 | -3.090000 | 940.000000 |
| Addnode Group B | 11 | -1.890000 | 884.400000 | -36.600000 | -3.970000 | 921.000003 |
| Indutrade | 5 | 1.550000 | 1179.000000 | -39.000000 | -3.200000 | 1218.000000 |
| Latour B | 4 | -0.340000 | 815.200000 | -41.800000 | -4.880000 | 857.000000 |
| Vitec Software Group B | 2 | -0.190000 | 1040.000000 | -47.000000 | -4.320000 | 1087.000000 |
| Hexagon B | 26 | 0.580000 | 3409.900000 | -51.100000 | -1.480000 | 3461.000010 |
| Bufab | 3 | -0.740000 | 1045.200000 | -63.800000 | -5.750000 | 1109.000001 |
| BHG Group | 97 | 2.080000 | 1383.220000 | -75.780000 | -5.190000 | 1458.999989 |
| INVISIO | 16 | 0.220000 | 3608.000000 | -81.000000 | -2.200000 | 3689.000000 |
| TOTAL | 45339.810000 | 283.810000 | -7.00227% | 45056.000411 |
Updated:¶
'2023-07-04 11:57:45.317079'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
